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Your Guide to the R&D Tax Credit
The Research and Development (R&D) tax credit is a government-sponsored program that encourages businesses to invest in innovation and improve their competitiveness. The progra…
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The Charitable LLC Tax Planning Strategy: What You Need to Know in 2026
Business owners and entrepreneurs are always looking for legitimate and effective ways to save on taxes. The Charitable LLC tax planning strategy is one of the most powerful tools …
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Save on Capital Gains Tax Using the Deferred Sales Trust (DST) Strategy in 2026
When you sell an investment property, a business, or another highly appreciated asset, the capital gains tax can take a significant bite out of your proceeds. In 2026, long-term ca…
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Staff Performance Metrics in a Small Accounting Firm
Firms are always looking for innovative ways to make changes to their workplaces. One new example is performance-based pay.
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TaxPlanIQ: Creating a Custom Tax Strategy with TaxPlanIQ
A rise in complicated tax regulations, an influx of new, innovative technologies, and a need for an "always on" access to data and analytics are just a few challenges tax professio…
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Tax Planning Workflow: Ensure Nothing Falls Through the Cracks
Tax planning is a process made up of multiple projects for each and every client. As a tax planner or accountant, you want to ensure that nothing falls through the cracks and that …
Read MoreCase Study: Tax Planning for Long-Term Capital Gains
Tax planning isn’t always easy. And once you’ve put together a plan, you're tasked with explaining it to your client so they see the value in your work.
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5 Common Tasks for a Tax Planning Service
Every penny you help your clients save on their taxes is more money they can invest in their future. This also means that they will discover higher ROI, allowing them to retain you…
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Pricing and Product are Inseparably Linked to Scaling Your Firm
We’ve covered the “3 P’s of Tax Planning” a couple of times on the TaxPlanIQ blog. In part one, it was the overview of the system. Part two covered how people play an integral role…
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What Kind Of Firm Owner are You? (Or Will You Be?)
Running an accounting firm is a lot like running any other business. You have to wear many hats, be able to delegate and manage effectively, and always be looking for ways to impro…
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